Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449B
AUM Growth
+$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,636
New
Increased
Reduced
Closed

Top Buys

1 +$3.89B
2 +$1.25B
3 +$1.13B
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.07B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.03B

Top Sells

1 +$1.1B
2 +$718M
3 +$707M
4
WFC icon
Wells Fargo
WFC
+$683M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$655M

Sector Composition

1 Financials 9.3%
2 Technology 9.26%
3 Healthcare 8.44%
4 Industrials 8.23%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
$888K ﹤0.01%
38,222
-256
3802
$886K ﹤0.01%
15,875
+7,735
3803
$884K ﹤0.01%
38,968
+20,605
3804
$884K ﹤0.01%
17,250
-1,000
3805
$884K ﹤0.01%
53,795
-48,416
3806
$878K ﹤0.01%
6,948
+1,709
3807
$873K ﹤0.01%
52,859
+7,696
3808
$870K ﹤0.01%
39,172
-13,970
3809
$868K ﹤0.01%
12,334
-103
3810
$866K ﹤0.01%
26,125
-45,823
3811
$863K ﹤0.01%
60,410
-32,173
3812
$863K ﹤0.01%
99,219
+49,513
3813
$862K ﹤0.01%
17,695
+7,961
3814
$860K ﹤0.01%
26,612
+2,411
3815
$859K ﹤0.01%
44,269
-64,598
3816
$859K ﹤0.01%
52,045
+42,066
3817
$858K ﹤0.01%
69,816
-1,086
3818
$857K ﹤0.01%
+32,600
3819
$855K ﹤0.01%
47,156
-666
3820
$855K ﹤0.01%
46,829
+19,623
3821
$855K ﹤0.01%
33,912
+3,981
3822
$851K ﹤0.01%
125,727
+42,216
3823
$848K ﹤0.01%
22,172
-3,422
3824
$847K ﹤0.01%
42,342
+3,366
3825
$846K ﹤0.01%
11,391
+4,729